SR VP, External Wholesales
Remote, USA | Griffin Capital
Job Description:86 people have viewed this job
Under general direction with a high level of autonomy, creates new and manages existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from firm’s investment products. Develops tactical plans and completes complex assignments with substantial latitude to sell financial products and generate revenue within the CA Central territory.
Essential Duties and Responsibilities
Work to increase sales within the region by developing and maintaining new and existing relationships with third party distributors which includes, regional broker/dealers, independent financial planners, registered investment advisors and banks.
Conduct the following programs to develop relationships and raise capital for Griffin sponsored offerings: meeting with advisors in territory, conducting client seminars, broker/dealer conferences and annual meetings, relationship building with sales management at key firms.
Work in coordination with internal sales partner, providing direction for outbound sales call campaigns and strategic territory coverage.
Respond to inquiries and resolve issues of a complex nature with key regional representative firms.
Maintain high activity level of face to face selling requiring multiple days a week in the field.
Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.
Manages expense account within allotted budget.
Qualifications and Experience
The ideal candidate will have the following qualifications and experience:
Five or more year’s relevant experience within a REIT and/or investment environment. Interest and/or experience in the alternative investment space and/or independent Broker-Dealer channel preferred. Must have an in-depth knowledge of fund products; financial markets and competitive landscape; product performance and investment management philosophy.
Bachelor's degree (B. A.) from four-year college or university; or equivalent combination of education and experience.
Strong sales abilities are required, evidenced by a track record of increasing new business and developing relationships. Must be able to use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
Basic knowledge of the Financial Services Industry and of REITs and other investment vehicles. Strong existing relationships with sales, business, product and research people among industry Tier 3 and 4 firms.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to effectively prepare and deliver clear, convincing and professional sales presentations and respond to questions from groups of managers, clients, customers, and the general public.
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
To perform this job successfully, an individual should be skilled at financial modeling in MS Excel including: firm understanding of various Excel functions and formulas, able to work with existing models and build custom analyses, and able to build meaningful graphic summaries.
Series 7 and 63 required.
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